Consistent, repeatable, and scalable process to create and manage retirement income.
All available features for unlimited use with unlimited number of clients in your practice.
Register your practice and start using The Retirement Buckets® Income Plan for FREE.
Retirement timeline indicator to identify the current year/month within the entire plan.
Monthly gross Fixed Income (Social Security, pensions, annuities, etc.) available throughout the retirement years and adjusted to COLA every 5-year period.
Monthly gross Investment Income generated by the Investment Income Bucket Strategy and adjusted to inflation every 5-year period.
Total monthly gross Retirement Income generated by Fixed Income and Investment Income.
Investment Income Bucket Strategy is comprised of four buckets designed to help generate gross Investment Income.
Projected Value of Bucket 1 to benchmark the investment portfolios.
Projected Value of Bucket 2 to benchmark the investment portfolios.
Projected Value of Bucket 3 to benchmark the investment portfolios.
Projected Value of Bucket 4 to benchmark the investment portfolios.
Guide your prospects through the retirement income development and management process and immediately demonstrate the value of your recommendations.
The referral mindset is deeply integrated into the software enabling your clients to naturally refer you to their neighbors, friends, family members, and colleagues.
Quantitatively qualify your prospects and quickly determine if they fit into your advisory business model when it comes to AUM minimums, fees, and other criteria used in your practice.
Simplified walk-through data gathering process, including the assumptions about the life expectancy, inflation, and COLA, makes the client onboarding quick and easy.
Effortlessly identify all pensions, fixed annuities, variable annuities, Social Security, and any other fixed income available to your clients.
Quickly determine the initial investment amount needed to implement The Retirement Buckets® Income Plan and present it to your clients.
The algorithm-based analysis process of The Retirement Buckets® Income Plan delivers consistent outcome for all of your clients, making your practice highly scalable.
The set of comprehensive reports to help your clients visualize their retirement income, enabling you to move forward with the planning process.
Facilitate the discussion to discover the additional assets beyond the initial investment amount required to implement The Retirement Buckets® Income Plan.
The platform offers you the flexibility of selecting your own growth rate assumptions for each bucket within the guidelines of the Retirement Buckets®.
The Retirement Buckets® develops the initial bucket allocation and delivers it through the Implementation Overview, making it easy to present to your clients.
The Retirement Buckets® platform makes the documentation process easy and convenient for your practice by converting all screens into a single PDF report.
You can implement The Retirement Buckets® Income Plan using the investment products and services that you commonly use in your practice.
The platform enables you to add and present any number of accounts and investments to your clients, making it easier to understand and commit to implementation.
The Retirement Buckets® will dynamically develop the asset allocation as you add the investment options in each bucket.
The Retirement Buckets® Income Plan is equipped with the dashboard that you can use to help your clients benchmark each portfolio.
Ongoing reminders for bucket transfers to help you effectively manage your client's retirement income throughout the life of the plan.
The consistent and repeatable client experience will facilitate a higher client satisfaction, resulting in stronger relationship and increase in referrals.
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